Plan Snapshot
- Plan Sponsor: Group Publishing INC.
- Sponsor EIN: 840749520
- Sponsor Address: 1515 CASCADE AVE, LOVELAND, CO, 80538
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 84
- Total Assets: $18.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 84 | $18.6M | $124,463 | $559,404 |
| 2022 | 79 | $16.6M | $114,732 | $523,898 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $1,076 | $33,868 | $34,944 |
| IFAM CAPITAL | Investment Advisor | $30,217 | — | $30,217 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- IFAM CAPITAL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,161
- Estimated Expense Ratio: 0.350% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $30,993 | $30,217 | $776 | — | — |
| 2022 | $30,831 | $30,217 | $614 | — | — |